How to Use the "Checklist" Tab in the Data Sources Section

To collaborate seamlessly with your colleagues while compiling documentation and to keep track of your data collection progress, use the "Checklist" tab in the Data Sources section. This feature allows you to create a list of the different documents needed.

1. Create New Checklist:

- Click on "Create New" to start a checklist.

- Mention the title of the document and add a description.

The checklist helps you know where you are in the data collection process.

2. Email Invitation:

- Use the "Ask a Colleague" option in the checklist.

- Wequity provides an email draft you can send directly to the specific colleague who has the data.

The colleague can then upload the required document directly through the platform.

3. Track Progress:

- As colleagues complete and upload their documents, the checklist will update to show their progress.

- You can also add notes and comments to each document to keep track of any changes or updates.

Using the checklist feature allows for efficient collaboration and organization within your team while compiling important documentation.

4. Access Anytime, Anywhere:

- The "Checklist" tab is accessible from any device with internet connection, making it easy to stay on top of your data collection progress.

- You can also access the checklist from multiple devices, allowing for seamless collaboration and updates on the go.

With the "Checklist" tab, you can easily keep track of your data collection progress and collaborate with your colleagues in a streamlined and organized manner. Start using this feature today to make your documentation process more efficient and effective.